smith Reviews

The reporting and analytics dashboard gives me real-time visibility into every aspect of my business. Pipeline value, email performance, chatbot conversations, call metrics — all in one place. I used to spend hours compiling reports from different tools. Now I just open Smith.

Impressed by how much functionality Smith packs into one platform. It genuinely replaces 5-6 separate subscriptions. The AI engine is smarter than expected and the support team is helpful. Giving 4 stars because some features that are in beta could use more refinement before release.

Migrating from ActiveCampaign + Pipedrive + Twilio to Smith was the best business decision of 2026. Single login, unified data, consistent experience. My team stops context-switching and starts actually working. Revenue is up 31% and overhead is down.

Switched our 8-person agency to Smith and overall it's been great. The all-in-one approach saves so much time and money. The automations are powerful and the AI is genuinely helpful. Giving 4 stars because we hit a few hiccups during migration — some of our email templates didn't transfer perfectly. Support helped us fix it though.

We run a home services company with 35 technicians in the field. Smith's automation handles scheduling, reminders, follow-ups, and review requests. Our Google review count went from 47 to 312 in 4 months. Smith literally grows our business while we sleep.

I appreciate what Smith is trying to do and I think for the right business, it's probably incredible. But I'm a wedding planner who mainly needed a simple booking system and email reminders. Smith can do that, but getting it set up required way more technical knowledge than I expected. Ended up using only the CRM portion.

The white-label capabilities are perfect for our agency. We can offer Smith's tools under our own branding, which adds tremendous value to our service packages. Clients think we built custom software for them. It's an incredible competitive advantage.

I tried Smith for my personal training business. The CRM part is genuinely good and I liked the appointment scheduling. But I got frustrated trying to set up the email automations — the workflow builder is powerful but not intuitive for someone who's used to simpler tools. I think this is built for people who already understand marketing funnels.

Great platform for agencies. We manage 30+ clients through Smith and the multi-workspace management is excellent. The AI chatbot has saved us countless hours. Only complaint is that bulk actions could be faster when managing large contact lists. But the team is responsive to feedback.

We integrated Smith across our 12-person team in a single afternoon. The learning curve is practically nonexistent because the UI is so intuitive. Within the first week, we had automated our entire onboarding sequence, set up AI-powered chat support, and migrated all our contacts. Zero data loss, zero downtime.

Switched our 8-person agency to Smith and overall it's been great. The all-in-one approach saves so much time and money. The automations are powerful and the AI is genuinely helpful. Giving 4 stars because we hit a few hiccups during migration — some of our email templates didn't transfer perfectly. Support helped us fix it though.

Our nonprofit switched to Smith and it transformed our donor management. Automated thank-you sequences, AI-powered outreach for campaigns, and a CRM that actually tracks relationships meaningfully. We've increased donor retention by 28% since switching.

Our nonprofit switched to Smith and it transformed our donor management. Automated thank-you sequences, AI-powered outreach for campaigns, and a CRM that actually tracks relationships meaningfully. We've increased donor retention by 28% since switching.

Tried Smith for 2 months. The concept is great — one platform for everything. In practice, I found that the 'jack of all trades' approach meant some individual features weren't quite as polished as dedicated tools. The email editor is good but not great. The phone system works but the call quality wasn't amazing on my end. It's fine, just not exceptional in any single area for my use case.

Smith makes data work for you instead of against you. Every interaction is captured, analyzed, and used to improve future interactions. The AI recommendations get smarter every day. It's like having a business consultant that knows your company inside and out.

Three months ago we were spending $2,400/month on various SaaS tools. Today we spend a fraction of that on Smith and get MORE functionality. The consolidation alone justified the switch, but the AI features, the support quality, and the constant improvements have made us loyal customers for life.

We're an insurance agency that switched from a legacy CRM to Smith. The improvement is dramatic — especially the AI-powered follow-ups and the integrated phone system. Deducting a star because we experienced occasional slowness during peak hours. It's been getting better with recent updates though.

We handle customer support for 8 different brands. Smith's multi-channel inbox consolidates everything — email, chat, phone, social — into one stream per brand. Our response time dropped from 4 hours to 12 minutes. Clients are ecstatic.

Three stars because it's clearly well-made but I found the learning curve steeper than advertised. I'm not particularly technical and some of the automation setup was confusing. The AI helped with emails which was nice, but I couldn't figure out the chatbot configuration without watching multiple tutorials. Fine once you learn it, but getting there took effort.

We were paying for HubSpot, Mailchimp, Calendly, RingCentral, Intercom, and three other tools. Smith replaced ALL of them. We're saving over $860/month and honestly the experience is better across the board. The unified dashboard means my team doesn't have to switch between 8 different apps anymore. Productivity has skyrocketed.